Institutional Ownership Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ). We have compiled data on the 419 institutions that hold shares in the stock, with a total of 94.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
99,309
shares
|
$2.49 Million
0.51% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
98,555
shares
|
$2.47 Million
0.09% of portfolio
|
Q4 2024
Added 271.47%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
94,603
shares
|
$2.37 Million
0.15% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
94,310
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
91,352
shares
|
$2.29 Million
0.47% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
90,962
shares
|
$2.28 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
88,934
shares
|
$2.23 Million
0.7% of portfolio
|
Q4 2024
Added 1575.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
85,302
shares
|
$2.14 Million
0.03% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
84,873
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
83,723
shares
|
$2.1 Million
1.69% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
82,422
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
80,839
shares
|
$2.03 Million
0.71% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
79,617
shares
|
$2 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
77,026
shares
|
$1.93 Million
1.44% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
76,719
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.92%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
75,817
shares
|
$1.9 Million
1.18% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
73,537
shares
|
$1.85 Million
1.04% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
72,824
shares
|
$1.83 Million
0.34% of portfolio
|
Q4 2024
Reduced 38.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
72,631
shares
|
$1.82 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
72,591
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
72,276
shares
|
$1.81 Million
1.72% of portfolio
|
Q4 2024
Added 16.82%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
68,954
shares
|
$1.73 Million
0.18% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
68,423
shares
|
$1.72 Million
0.27% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
68,255
shares
|
$1.71 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
67,939
shares
|
$1.71 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.0%
|